Matt Orlando, Crpc™

Matt Orlando, Crpc™ Email and Phone Number

Financial Advisor @ Surgeons Capital Management
Philadelphia, PA, US
Matt Orlando, Crpc™'s Location
Marlton, New Jersey, United States, United States
About Matt Orlando, Crpc™

I'm a financial advisor at Karr Barth Associates, a holistic fiduciary planning firm that has been serving the Philadelphia community for over 50 years. Our team is dedicated to providing comprehensive financial solutions tailored to each individual's unique goals and aspirations.In addition to my professional expertise, I have a passion for sports and a strong connection to the local community. I had the privilege of playing four years of baseball at the University of Maryland, where I learned valuable life lessons and qualities. These qualities have greatly influenced my approach to financial planning, as I believe in collaborating with clients to achieve their financial objectives while also leveraging the experience of my team.Having grown up in South Jersey, I have a deep understanding of the challenges individuals face when it comes to financial planning. My goal is to empower individuals and families to make informed financial decisions that align with their long-term goals and aspirations.

Matt Orlando, Crpc™'s Current Company Details
Surgeons Capital Management

Surgeons Capital Management

View
Financial Advisor
Philadelphia, PA, US
Employees:
51
Matt Orlando, Crpc™ Work Experience Details
  • Surgeons Capital Management
    Financial Advisor
    Surgeons Capital Management
    Philadelphia, Pa, Us
  • Karr Barth Associates
    Financial Advisor
    Karr Barth Associates Sep 2023 - Present
    Bala-Cynwyd, Pennsylvania, United States
  • Ubs
    Summer Intern
    Ubs Jun 2022 - Aug 2022
    Mt. Laurel, New Jersey, United States
    Engaged in cold calling, list building and team meetings over the summer of 2022.

Matt Orlando, Crpc™ Education Details

Frequently Asked Questions about Matt Orlando, Crpc™

What company does Matt Orlando, Crpc™ work for?

Matt Orlando, Crpc™ works for Surgeons Capital Management

What is Matt Orlando, Crpc™'s role at the current company?

Matt Orlando, Crpc™'s current role is Financial Advisor.

What schools did Matt Orlando, Crpc™ attend?

Matt Orlando, Crpc™ attended University Of Maryland.

Who are Matt Orlando, Crpc™'s colleagues?

Matt Orlando, Crpc™'s colleagues are David M. Alexander, Ariel Meredith, John Teti, Nicholas J. Palazzo, Timothy Maguire, Cfp®, Clu, Isabella Conti, Joseph Flynn.

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